BCM

Barometer Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 72.18%
This Quarter Est. Return
1 Year Est. Return
+72.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.6M
3
+$36.1M
4
FDX icon
FedEx
FDX
+$35.8M
5
KMI icon
Kinder Morgan
KMI
+$34.4M

Top Sells

1
+$61.6M
2
+$54.1M
3
+$50.1M
4
WMB icon
Williams Companies
WMB
+$46.4M
5
LYB icon
LyondellBasell Industries
LYB
+$41.7M

Sector Composition

1 Financials 28.06%
2 Industrials 13.14%
3 Consumer Discretionary 11.39%
4 Technology 8.18%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.13M 0.27%
89,300
-52,100
52
$2.01M 0.18%
43,300
+26,100
53
$1.98M 0.17%
46,400
-3,900
54
$1.97M 0.17%
90,562
+25,175
55
$1.75M 0.15%
+22,800
56
$1.65M 0.15%
46,600
-30,000
57
$1.61M 0.14%
+9,700
58
$1.58M 0.14%
+11,100
59
$1.55M 0.14%
+154,000
60
$1.5M 0.13%
7,200
+3,200
61
$1.49M 0.13%
26,000
+11,100
62
$1.46M 0.13%
34,000
+9,600
63
$1.43M 0.13%
39,800
+2,100
64
$1.42M 0.12%
19,800
65
$1.41M 0.12%
34,400
-6,800
66
$1.39M 0.12%
+13,500
67
$1.39M 0.12%
34,600
+15,300
68
$1.38M 0.12%
33,600
+2,300
69
$1.38M 0.12%
+11,800
70
$1.37M 0.12%
31,300
+19,400
71
$1.31M 0.12%
37,900
72
$1.3M 0.11%
22,800
+21,800
73
$1.28M 0.11%
+35,800
74
$1.25M 0.11%
+27,800
75
$1.23M 0.11%
+30,000
1 2
3
4 5